How to become a Professional Advisor

CA In an interview with BITV, Mahendra Kamath discusses how to become a Professional Advisor. He explains how he went from being a LIC Agent to becoming a Professional Advisor. He sheds light on a few crucial points/factors that can help you become a competent adviser as well.

  1. Ongoing education
  2. In-depth product understanding
  3. Implementation
  4. Professional office setting
  5. Consider your own personal development.
  6. Hire qualified personnel
  7. Keep up with the newest technology, software, and systems.
  8. Seek advice/guidance from your mentor on a regular basis.
  9. Surround yourself with people who are cheerful, encouraging, and supporting.
  10. Be open and honest with your clients.


About Author

Leave a Reply

Your email address will not be published. Required fields are marked *

Related post